Civic Intelligence

Construction Financial Management Association - Portland or Chapter

990EZ • Fiscal year 2023 • EIN 93-1129765

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 07, 2024

Organization ProfilePORTLAND.CFMA.ORG
PO Box 80202Portland, OR 97280

(503) 716-9371

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

2.1%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$120,459

Up $1,173 (+1.0%) from 2022

Net Assets

Up

$120,459

Up $1,173 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin52nd percentile

Revenue

Up

$55,965

Up $8,052 (+17%) from 2022

Expenses

Up

$54,792

Up $18,644 (+52%) from 2022

Net Income

Down

$1,173

Down $10,592 (-90%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2017: $97,453Liabilities 2017: $1,925Net Assets 2017: $95,5282017Assets 2018: $110,763Liabilities 2018: $10,611Net Assets 2018: $100,1522018Assets 2019: $103,281Liabilities 2019: $0Net Assets 2019: $103,2812019Assets 2020: $97,933Liabilities 2020: $750Net Assets 2020: $97,1832020Assets 2021: $107,521Liabilities 2021: $0Net Assets 2021: $107,5212021Assets 2022: $119,286Liabilities 2022: $0Net Assets 2022: $119,2862022Assets 2023: $120,459Liabilities 2023: $0Net Assets 2023: $120,4592023Assets 2024: $109,035Liabilities 2024: $1,820Net Assets 2024: $107,2152024Assets 2025: $101,527Liabilities 2025: $3,369Net Assets 2025: $98,1582025

Highlighted filing

2023

Assets$120,459
Liabilities$0
Net Assets$120,459
Open 2023 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2017: $49,077Expenses 2017: $23,560Net Income 2017: $25,5172017Revenue 2018: $36,543Expenses 2018: $31,919Net Income 2018: $4,6242018Revenue 2019: $36,997Expenses 2019: $33,868Net Income 2019: $3,1292019Revenue 2020: $22,308Expenses 2020: $28,406Net Income 2020: -$6,0982020Revenue 2021: $43,051Expenses 2021: $32,713Net Income 2021: $10,3382021Revenue 2022: $47,913Expenses 2022: $36,148Net Income 2022: $11,7652022Revenue 2023: $55,965Expenses 2023: $54,792Net Income 2023: $1,1732023Revenue 2024: $42,724Expenses 2024: $55,968Net Income 2024: -$13,2442024Revenue 2025: $61,453Expenses 2025: $70,510Net Income 2025: -$9,0572025

Highlighted filing

2023

Revenue$55,965
Expenses$54,792
Net Income$1,173
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Gross Receipts
$55,965
Mission and Program Overview

Mission

This organization unites individuals having financial resposibilities in the construction industry and provides a forum through which the association's members can meet to exchange ideas allowing for the development and coordination of education programs dedicated to the purpose of improving the construction financial manager.

This organization unites individuals having financial resposibilities in the construction industry and provided a forum through which the association's members can meet to exchange ideas allowing for the development and coordination of education programs dedicated to the purpose of improving the construction financial manager.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL AND NETWORKING OPPORTUNITIES FORAPPROXIMATELY 120 ORGANIZATION MEMBERS$0$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNIE SPENCERPresident-$0--
JAMES CRAWFORDVice-President-$0--
VINCE MARRELLATreasurer-$0--
MATT MONTEZSecretary-$0--
PETE LOWRYPast-President-$0--
CHUCK TAYLORDirector-$0--
DIANA STRASSMAIERDirector-$0--
ASHLEY FEHRINGERDirector-$0--
DANIEL FOSTERDirector-$0--
TIM PORTERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$16,873$16,873-$16,873
Annual Banquet$13,684$13,684-$13,684
Total Events$30,557$30,557-$30,557
Filing and Contact Details

Filer

Filer Name
Construction Financial Management
EIN
93-1129765
Phone
5037169371
Address
PO BOX 80202, PORTLAND, OR 97280

Signing Officer

Name
Dianna Strassmaier
Title
Treasurer
Phone
5037169352
Signed
2024-02-07

Preparer

Firm
Aldrich Services Llp
Address
680 HAWTHORNE AVE SE, SALEM, OR 97301
Preparer
Mike Sause CPA
Phone
5035857774
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 20.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: cfma portland. Grantee address: po box 80202 portland, or 97280. Amount given: 9,750.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 700. Description: meeting expenses. Amount: 18,961. Description: other. Amount: 19,417. Total to form 990-ez, line 16: 39,078.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 2,150. End of year amount: 12,650.”

Raw XML Appendix193 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE OSWEGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEANNIE SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VINCE MARRELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATT MONTEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETE LOWRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHUCK TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANA STRASSMAIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ASHLEY FEHRINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIEL FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TIM PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02150
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012650
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039078
IRS990EZ/OtherRevenueTotalAmt020
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS ORGANIZATION UNITES INDIVIDUALS HAVING FINANCIAL RESPOSIBILITIES IN THE CONSTRUCTION INDUSTRY AND PROVIDED A FORUM THROUGH WHICH THE ASSOCIATION'S MEMBERS CAN MEET TO EXCHANGE IDEAS ALLOWING FOR THE DEVELOPMENT AND COORDINATION OF EDUCATION PROGRAMS DEDICATED TO THE PURPOSE OF IMPROVING THE CONSTRUCTION FINANCIAL MANAGER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL AND NETWORKING OPPORTUNITIES FORAPPROXIMATELY 120 ORGANIZATION MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt054792
IRS990EZ/TotalRevenueAmt055965
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0PORTLAND.CFMA.ORG
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0GOLF TOURNAMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1ANNUAL BANQUET
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt016873
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt113684
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt08423
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt17566
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1CFMA PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt08450
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt19698
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 6923
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt1PO BOX 6923
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1PORTLAND
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1OR
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd197228
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016873
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030557
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030557
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt030557
IRS990ScheduleG/TotalNetToOrganizationAmt015989
IRS990ScheduleG/TotalRetainedByContractorsAmt018148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CFMA PORTLAND. GRANTEE ADDRESS: PO BOX 80202 PORTLAND, OR 97280. AMOUNT GIVEN: 9,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 700. DESCRIPTION: MEETING EXPENSES. AMOUNT: 18,961. DESCRIPTION: OTHER. AMOUNT: 19,417. TOTAL TO FORM 990-EZ, LINE 16: 39,078.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,150. END OF YEAR AMOUNT: 12,650.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNA STRASSMAIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037169352
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION FINANCIAL MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION - PORTLAND OR CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0931129765
ReturnHeader/Filer/PhoneNum05037169371
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 80202
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097280
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH SERVICES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0680 HAWTHORNE AVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097301
ReturnHeader/PreparerPersonGrp/PhoneNum05035857774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE SAUSE CPA
ReturnHeader/ReturnTs02024-02-07T15:16:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRASSMAIER
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,459
Liabilities
$0
Net assets
$120,459
Revenue
$55,965
Expenses
$54,792
Net income
$1,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.98$0.61$0.71$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.43$0.56$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.56$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.48$0.36$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.43$0.33$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.22$0.28$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.37$0.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.11$1.00$0.37$0.32$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.96$0.49$0.24$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)6 • <$500k nonprofits